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751 hedge funds and large institutions have $18.9B invested in CDW in 2026 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 258 increasing their positions, 299 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

24% more capital invested

Capital invested by funds: $15.3B → $18.9B (+$3.62B)

7.44% more ownership

Funds ownership: 97.81%105.25% (+7.4%)

7% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 107

4% more call options, than puts

Call options by funds: $138M | Put options by funds: $132M

1% less funds holding

Funds holding: 755751 (-4)

14% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 299

Holders
751
Holders Change
-4
Holders Change %
-0.53%
% of All Funds
9.07%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
114
Increased
258
Reduced
299
Closed
107
Calls
$138M
Puts
$132M
Net Calls
+$5.85M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
726
Financial Network Wealth Advisors
Utah
$984
WETS
727
Wealth Enhancement Trust Services
South Dakota
$984 +$879 +7 New
EP
728
Essential Partners
California
$844 -$20.7K -165 -96%
JWM
729
JPL Wealth Management
Colorado
$704 -$1.88K -15 -75%
ACA
730
American Capital Advisory
Idaho
$704 +$502 +4 +400%
WA
731
Whipplewood Advisors
Colorado
$703
IPS
732
Investors Portfolio Services
Washington
$613 +$126 +1 +33%
FMP
733
Financial Management Professionals
Texas
$563
PS
734
Planning Strategies
Pennsylvania
$563 +$502 +4 New
WA
735
WestEnd Advisors
North Carolina
$422 +$126 +1 +50%
MWM
736
Mascoma Wealth Management
New Hampshire
$422 +$377 +3 New
M
737
MOTCO
Texas
$422 +$377 +3 New
MCM
738
Manchester Capital Management
Vermont
$282 -$2.76K -22 -92%
QWM
739
Quaker Wealth Management
New Jersey
$282 -$251 -2 -50%
SA
740
Seneschal Advisors
Washington
$282 -$126 -1 -33%
1CP
741
1015 Capital Partners
Pennsylvania
$281 -$126 -1 -33%
TC
742
Trust Company
Kansas
$281
UCB
743
United Community Bank
South Carolina
$281
DCM
744
Davis Capital Management
Florida
$281 +$251 +2 New
T
745
Tidemark
California
$281 +$251 +2 New
DF
746
DecisionPoint Financial
Arizona
$277
DF
747
Dunhill Financial
United Kingdom
$149 -$126 -1 -50%
AWM
748
Activest Wealth Management
Florida
$141 +$126 +1 New
MCA
749
Maryland Capital Advisors
Maryland
$141 +$126 +1 New
VC
750
Vestor Capital
Illinois
$47 +$395K +3,149 +151%

CDW Hedge Fund Activity: Q2 2026 in Review

751 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2026, worth a combined $18.9B — up 24% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CDW positions and 107 closed out — a net gain of 7 holders — while 258 added to existing stakes and 299 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $220M. The largest seller was Citadel Advisors, cutting an estimated $142M.

  • 751 institutional investors held CDW (CDW) as of Q2 2026, down from 755 in Q1 2026.
  • Funds reported $18.9B of CDW stock for Q2 2026, up 24% quarter-over-quarter.
  • 114 funds opened new CDW positions in Q2 2026 and 107 closed out, a net change of +7 holders.
  • The largest CDW buyer in Q2 2026 was Hotchkis & Wiley Capital Management, an estimated $220M added.
  • The largest CDW seller in Q2 2026 was Citadel Advisors, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2026.